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TJX Companies Q1 Earnings Call Live Transcript
TJX Companies Q4 Earnings Call Live Transcript
Why Traders Are Front-Running LINK Instead of Waiting for Press Releases
Tracking RIME after LINK: the only checklist that actually matters.
(TJX) TJX Companies Q3 2026 Earnings Call | Live Transcript at 11:00am ET
Stocks in New York are expected to fall on Monday due to concerns over a potential government shutdown
Why I believe TJX, which reports earnings this week, is a good stock pick
2023-04-11 Wrinkle Brain Plays - In the style of Abraham Lincoln
TJX Companies edges higher after comparable sales topper
Big Lots' Mom Likes TJX - Does WSB Also Like TJX?
2022-11-18 Wrinkle-brain Plays (Mathematically derived options plays)
$TJX SMA10 & SMA20 Crossover (7% Gainer) oceanalgorithm.com
Long Term Growth Shopping Lists Should include Apparel Stocks with Big Stories ( $NKE, $FBCD , $SKX, $LULU, $SFIX, $FTCH,$ TJX, $TGT) @TENAssociates
Alright bois gird your loins, TJX comin through…
G spot ↑ $BGRY ↑ logistics automation getting momo
G spot ↑ $BGRY ↑ logistics automation getting momo
What are your top retail shopping plays as we head into the final week/s of earnings?
M (Macy's) TJX (Owns TJ Maxx) E/R Yolo DD
Berkshire Grey is a killer pure play warehouse automation bet that nobody is talking about yet; just signed FedEx to join WMT as customers
$BIG - investing in something you don’t know to lose a lot of money
Here is a Market Recap for today Thursday, May 20, 2021
Here is a Market Recap for today Thursday, May 20, 2021
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$TJX dropped 10% after yesterday’s report. That’s a heavy hitting value retailer right there. I saw the writing on the wall and dumped my entire $WMT position before close yesterday. Spared me $1000 loss.
Forgot to post my $3.5k TJX loss, but will see if Ross hopefully holds in the morning https://preview.redd.it/kdqycj9fslkh1.jpeg?width=968&format=pjpg&auto=webp&s=298018b4ca9337d51320a7b776b8509e77499b3a
Makes up for TJX shitshow this week https://preview.redd.it/zlv9i4oeglkh1.jpeg?width=968&format=pjpg&auto=webp&s=3436a17c7cf349b8b3c7ad9c77ba3bf0643b4ad8
I’m a little cautious of retail now after what happened to TJX
I think that in the same way TGT took some market share from WMT and they both countered each other this week, Ross is doing the same with TJX. So going to buy some calls before close and see how it pans out. But honestly it's a coin flip, completely depends on guidance and last earnings were padded with tax refund shoppers
Was -3k on the TJX calls, and DE was getting hammered at EOD but looks like they double beat so I should end the week solidly green if its a +5% DE day. Okay close to earnings season https://preview.redd.it/si7fjug8cikh1.jpeg?width=968&format=pjpg&auto=webp&s=73c7d630397b2a6fd2f56df9454f1a89a1c372b0
Welp looks like my TJX calls went to 💩
https://preview.redd.it/8xkwiny1tckh1.jpeg?width=1320&format=pjpg&auto=webp&s=8af6c8bc56f5f61d1aa54900129ff61aaa9b4c41 Minor loss today on TJX what’s the next play? 😛
My Klarna calls that I bought before earnings telling your TJX calls hello 😂 I guess it is the price we pay gambling 🤣
Maybe true but would’ve been worth the risk now I’m getting fucked by these TJX calls I bought yesterday lol
Hopefully I can get out of TJX with a minor loss at open
TJX absolutely fucked me premarket, I was thinking this thing was going to fly after earnings but I guess I have to deposit another check
Why is TJX dropping? I wonder
TJX crashed because comp sales at TJ Maxx/Marshall's only grew 1%, vs 2.83% estimate. So it's not growing even though this quarter was fine. Oh well, I'll take the loss
Can some explain why tf TJX dropped so much after a good report? I’m genuinely curious
i think TJX is gonna print tbh. i’ve only been wrong about earnings 2/3 times last week.
TJX calls because the line was long in there last week
TJX not looking so hot rn https://preview.redd.it/qcanbnxby5kh1.jpeg?width=1320&format=pjpg&auto=webp&s=066a515af29811403941b26ef3e714e82a06ee83
https://preview.redd.it/48t0aejsw5kh1.jpeg?width=1320&format=pjpg&auto=webp&s=b86c76f245bc880f9fab156871d6f11a93a8c0a7 Bought a couple TJX calls this morning was up a bit earlier now I’m thinking about just cutting my loss. Anyone else trade TJX ?
Entered TGT Call spread Buy 152.5/Sell 160 and TJX 152.5C
Why are we talking about TJX? Nothing wrong with the company but I don’t typically think retail businesses for options trading
I use Webull, which on the mobile app has this convenient pie chart that shows the distribution. So on TJX today, big volume on these calls. Klarna yesterday had massive volume on the weekly puts https://preview.redd.it/vvzl48voi5kh1.jpeg?width=968&format=pjpg&auto=webp&s=4ebf226df4aae3e9cf40b81306d3de381cc6c47b
Was not expecting to actually profit off the HD puts but the opening was a gift. Maybe TJX calls next...
TJX & ROSS should be good plays in a down economy. They printed for me last earnings
Anyone playing TJX next week 🫦
TJX ex div date today
Any opinions on TJX earnings coming up Aug 19?
You want to diversify your portfolio away from tech and your choice is soda? Why not finance (banks, Visa, MasterCard etc.), retail (look into TJX for example) or maybe construction companies?
TJX, JPM, PGR There are many hundreds of stonks to choose from dummy
If I were only invested in AI, or tech I would be gambling not investing. The small portion of my portfolio that remains in individual stocks is not all concentrated there. I also own COST, WM, TJX, and AXP because I think they are high-quality companies with sound business plans and upside potential.
ED, AAPL, TJX. I took profits in all my high flying chip stocks last month.
Listen, when you're up several hundred percent, sell at least some of it. Book the gains, save some to the side for taxes (maybe even make an estimated payment) and enjoy. When stocks are hitting all time highs and everyone is sanguine is when you book some profits. Now you've seen the beginning of a little rotation out of tech as smarter money takes profits, and you don't know what to do. How much is up to you but if you've got a 5 bagger you can sell half the position, recover way more than your basis, and have some gains to use. Home improvements, car repair, pay off bills or debt? Any of those are good uses for big gains. If you sell and leave the funds in your account, there's nothing wrong with getting 3-4% in money market for a few months. We still have a war on, inflation raging, a pull back in the high flying AI and chip stocks, uncertainty on interest rates, etc. We also have MASSIVE IPOs coming, Anthropic and OpenAI, on top of SpaceX, so there is still room for more selling as people chase new issues. Money market too boring? Then buy shares of something in retail, health care or utilities, that has a dividend yield of 1.5% more. I hold big positions in ED, XOM, TJX, and VZ for that purpose. When I shave off huge tech gains I put some of that into positions that will pay me money. Over the long term those positions will build and compound. (I know VZ's price action has been terrible but it's now yielding 6% and their free cash flow seems to be able to support it the dividend). If you like the long term theory you can always buy more at a better price. Stocks that go parabolic always come down, even if the fundamental thesis remains. But for your sake, for your daughter's sake, there's nothing wrong with taking some profits along the way. (Tommy Boy reference). Not every trade has to be all or nothing. Okay, I should stop rambling now.
I think people are pivoting to safer stocks. Look at TJX, KMB, CLX, PEP. All green today
Yes!! Love my TJX, HD and KMB
SnDK, NASA, KMB, HD and TJX are my biggest
Dropped a bit but my TJX, HD,KMB are helping
Nothing too sexy. Probably the Mag7, WMT, TJX, COST, and key semiconductors.
I just went to Ross and picked up some t shirts for $12 and pop. Salty Crew. Going to a island soon so I needed some tees for the beach. Ross has amazing athletic gear. Workout clothes are cheap, $10 shorts and shirts. Every here and there you will find super nice polos too. When Nordstrom offloads to Nordstrom rack, Nordstrom rack goes to Ross and TJX.
I've never been to a Ross (ROST) store in my life. How does it compare to Marshalls (TJX)?
I should say, I also hold WMT and DG, so I feel I still have good exposure in this sector. Was also looking at TJX and ROST, but I think I'll hold off for now.
I went into TJX too. They are both long holds for me now.
100%!!! and good financials too . I've done very well with TJX over the last 5 years and still adding to my position.
It’s not my favorite statistic, but there’s absolutely no reason to panic. I like consumer discretionary, mostly retailers and have a strong watchlist. Not ready to buy anything except TJX, but I will eventually.
#Boomer retail stocks have been drilling hard lately: Home Depot, Lowes, McDonald's, Nike, TJX LMAO🤌
You are overthinking this. S&P 500 forward earnings estimates from LSEG are running around 20%. Earnings and backlog of the AI superstars are superior. Preparing for a potential bubble 3-5 years out is not a good investment strategy. I do not like your picks. Based on your premise there is an AI bubble coming, here are some great stocks to research in different industries. Costco - I like it and owned it for a long time, but sold last August to buy a rental property. TJX is another good retailer. Heath care has been beaten down 17-20%. I’ve been buying Medtronic on the slide down, it’s up today. If I had to buy and hold for the next five years and not look, medical devices is a good bet. Medtronic is a Dividend Aristocrat. Johnson & Johnson is another good choice, which has a good drug pipeline and medical devices, also a Dividend Aristocrat. Real Estate: My two favorite REITs, both Dividend Aristocrats with yields around 5%, Realty Income (O) and Federal Realty Investment Trust (FRT). Oil & Gas Pipelines: Enterprise Products (EPD) and Energy Transfer (ET). EPD is a Dividend Aristocrat. Financials: Goldman Sachs and East West Bancorp are in my top 10 holdings. If you think there is an AI bubble, these are some great companies in different industries that could also benefit from deploying AI to improve productivity and profitability. Good luck.
I’m mildly bullish about the whole semi-sector for the next 3-9 months. Doesn’t matter to me if it’s MU, NVDIA, TSM, AMAT or any other. It’s gonna run hot and keep running hot and overbought until there’s a glut and brutal 30-75% pullback. The Titans will come off those lows in months. The softer tickers will take 12-24 months to recover those heights. For now I’m all cash and selling otm puts against strong names that are testing highs with slight pullbacks. If I get assigned I might ride it higher for a bit, but not too high. I’ll close the position and sell puts again. Hell, I’m selling puts on the likes of WMT and TJX on some days. Steady climbers over the years and a good place to pull in a little cash until my next theta-delta play.
My sleep well at night holdings right now: Apple Amazon Microsoft Google JPMorgan Chase Mastercard Walmart Uber Caterpillar Lockheed Martin RTX Eaton Exxon Mobil NextEra Energy Johnson & Johnson Merck & Co. Coca-Cola Procter & Gamble McDonald’s Dollar General TJX Monster Beverage PepsiCo Phillip Morris Deere & Co. GE Aerospace Goldman Sachs Verizon Communications Home Depot
Along the same lines, TJX is relentlessly exponential
Another reason why I am a turbo bull for TJX.
Yeah I’d stay away…. Tried buying puts on TJX with same thought process and those places seem to be thriving.
Thesis makes sense on valuation/technicals, but shorting an off-price retailer into a weakening consumer backdrop feels like a timing problem more than a thesis problem. Ross/TJX usually benefit from trade-down demand when consumers get squeezed. You might be right eventually, but being early on a short can still kill you.
Ross’s PE ratio has been depressed for the last few years as they’ve struggled to return to their pre-tariff/covid gross margins. Their surge this past year is because they’ve demonstrated they can be as profitable as they once were, bringing their forward outlook in line with TJX’s Dude is going to get his shit wrecked.
Hmm. Not really hedging. I am in defensive stocks like ORLY TJX MCK. For energy I already have FTI. Otherwise just DCA into my indexes and high quality blue chips like GE, LLY, MSFT. Investing isn’t hard. Just need patience. Wars end. Markets don’t.
Over the past few years CASY, FAST, TJX
I didn't end up buying a lot of Ross, but later I did get in at TJX at 30% gains. At least I didn't do target like the other guy lol.
Yeah, i have to add though, im a big fan of TJX. Best na-stock over the year for me, not tech, resistant when the market dumps, going up when the others do too. That would be the last na-stock I drop. Furthermote, KLA Corporation never disappointed either, good stock.
Not once, but yeah, u dump harder, ima give u that. Still made my port green due to TJX and indra sistemas, thx o7
US and international financial sector look okay right now. TJX, cyber security
Fell like TJX, Five Below, DS/DG all had a good year end. 🤞🏻
Everyone and their mother talking about nvda and here i am shivering cause TJX earnings in 2 minutes about to decide the fate of my port.
I did some research on stocks that tend to do well even during recessions. Some of the companies mentioned were WMT, COST, TJX, and auto parts retailers such as AZO and ORLY.
I swear fuck hedging, just buy TJX.
Walmart hitting $1T feels less like a hype moment and more like the market finally pricing what the business actually is... I ran a comp screen for companies with similar structural qualities to Walmart & not “retail vibes,” but the boring stuff that compounds: * scale * logistics and distribution advantages * steady ROE * consistent cash generation No surprise, names like HD, COST, TJX show up quickly. But what stood out to me is how long the market tends to treat these as “just retail” before eventually repricing them as something closer to infrastructure with cash flow. The pattern looks familiar: * Growth slows, expectations reset * Margins hold up better than expected * Cash keeps compounding * Multiple quietly expands * Suddenly it’s viewed as a platform, not a store Walmart just crossed that psychological threshold. The more interesting question (to me) is whether a few of the other large-scale, logistics-heavy names are earlier in that same arc. Not saying “next Walmart,” but the data suggests scale + distribution + pricing power still matter a lot, even when narratives change. Is this a one-off rerating, or do a few of these models still have room to surprise? Curious what others think..
stocks like WMT and MCD have historically done really well through downturns. When middle income consumer downgrades spending, WMT and MCD benefit. You'll also see this in overperformance of TJX, ROST, etc.
I cursed too soon at you TJX. When the world burns, you rise from the ashes!
If i had to pick a clothing retailer it would be TJX. Chart looks solid
i bought all the gummy worms and bears off the shelves from Sierra. buy $TJX
lol yall get a 1% pullback and freak the fuck out. No wonder you’re all poor lmao Also, if you can’t handle drawdowns, maybe don’t full port tech stocks only. Balance with some high quality defensives like Johnson & Johnson, RTX, Caterpillar, Walmart, Coca-Cola, Procter & Gamble, PepsiCo, McDonald’s, JPMorgan Chase, Visa, Berkshire, Exxon, Lockheed, General Dynamics & TJX. Or just keep being regards. Whatever
They have different quality tiers with different distribution end points. The highest quality goes to sponsored athletes and the “official” UA stores and maybe some higher end sporting goods stores. Then a tier for the large sporting goods franchises which might have a blend of the high end stuff and another tier which is the UA outlet stores and the discount stores (inc. TJX companies) which used to be overstock but now a mix of ordered and overstocked. Anywhere in the states with an outlet mall that is still alive; you’ll find a similar model from those brands that seem to be at every outlet (Gap, North Face, Nike, Columbia, etc)
Google, Amazon, Microsoft, NVIDIA, Broadcom, Meta, Apple, TSMC, ASML, AMD, Micron, AppLovin, Eli Lilly, JPM, Berkshire, Visa, Walmart, Exxon Mobil, GE Aerospace, GE Vernova, RTX, Palantir, Uber, Amphenol, CrowdStrike, Johnson & Johnson, Arista Networks, Lam Research, Cisco, KLA Tencor, TJX, Procter & Gamble, Coca Cola, McDonald’s, FirstSolar, Albemarle, Credo, NextEra, Constellation, Shopify, SalesForce, UNH, Abbott, McKesson, Thermo Fisher, Novo, Intuitive Surgical, Applied Materials, Analog Devices, MP Materials, Linde, Williams Co., Marathon, Chevron, Shell, ConocoPhillips
Why do you say TJX? Recession coming and people going to cut down on expensive products and buy cheap?
24% with primary investment in TJX, Rolls Royce and Ford
TJX and DG was a thesis I had on the American economy / consumer spend going down… both are up but didn’t buy into them since this was my first year in the market… was just an idea I had and wanted to see if it would play out… too 3 holdings now are Google, NVDA, UBER,
KSS and ANF have ripped up 50% in 2 days. WMT is up 8%. ROST up 12%. TJX up 5%. Been a good few weeks for Consumer staples.
TJX been growing over the years like a tech stock LMAO
What are the best stocks to buy in a recession besides GLD? On my list are WMT, MCD, TJX. Whatelse? May be gun stocks? SWBI?
What are the best stocks to buy in a recession besides GLD? On my list are WMT, MCD, TJX. Whatelse?
What would you buy on this dip? Take your pick and yes one is not like the other. IBM vs. GOOGL vs. NVDA vs. TJX